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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,713 | $65,246+108.0% | $98,716+37.5% | $67,986+99.6% |
| Participation rate | 22.5% | 51.4%-28.9pp | 69.3%-46.8pp | 57.2%-34.7pp |
| Annual return | 16.03% | 20.58%-4.5pp | 31.81%-15.8pp | 31.67%-15.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,299 | $2,594-49.9% | $4,048-67.9% | $3,358-61.3% |
| Admin fee / account holder | $17,086 | $4,561+274.6% | $8,703+96.3% | $3,203+433.4% |